Abby salameh @AbbySalameh
Champion for fin services and fintech, mother of frenchies and teens, passionate C-suite exec New York Joined January 2012-
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Such an incredible milestone!!! @FinTechie has created quite the legacy.
Such an incredible milestone!!! @FinTechie has created quite the legacy.
This is an astonishing monologue, straight from @ChrisCuomo’s heart after he watched the Hamas 10/7 atrocity videos and suddenly everything made sense. Please make time to watch this.
Dispatch from the CAIS Alternative Investing Summit — Some of the biggest PE backers of RIAs opened up in a rare public appearance: citywire.com/ria/news/in-ra…
1/2 👉 U2's Bono dedicates "Pride (In the name of love)" to the victims of the Nova Festival tragedy, rewriting the lyrics. ✅️ In the light of what’s happened in Israel and Gaza, a song about non-violence seems somewhat ridiculous, even laughable, (...)
Across historical periods of market stress, trend-following strategies have generally been negatively correlated to global equities. How might allocating to these strategies temper the effect of market volatility over time? Learn more: caismarketing.com/3HASvey
This ⬇️ is blurring the lines and exciting and scary all at once!!! It will be incredible to see the practical implementation of AI in all aspects of business and life. Thx for sharing. @TheRudinGroup
This ⬇️ is blurring the lines and exciting and scary all at once!!! It will be incredible to see the practical implementation of AI in all aspects of business and life. Thx for sharing. @TheRudinGroup
Join us and independent financial advisors, David Copeland and Aaron Hodari, as they share their views on the growing adoption of alts in private wealth portfolios. Tomorrow, April 25 @ 11:30 ET / 8:30 am PT: caismarketing.com/3V1OKnQ CE Eligibility: Pending 1 CIMA and/or 1 CFP
One of the things we're focused on at CAIS this year is bringing our platform to life, going under the hood, and giving advisors a glimpse into what their experience will be. New quick-demo video drop from @CAISgroup. 👇 Cc' @AbbySalameh
One of the things we're focused on at CAIS this year is bringing our platform to life, going under the hood, and giving advisors a glimpse into what their experience will be. New quick-demo video drop from @CAISgroup. 👇 Cc' @AbbySalameh
Really fun conversation with Greg discussing alts and the industry at large. Thanks @barronsonline !
Really fun conversation with Greg discussing alts and the industry at large. Thanks @barronsonline !
Thanks @SouthwestAir for delaying our flight in Dallas so we could spend Xmas in the airport only to cancel as we were supposed to board. And can’t even get our luggage? Stranded. W no one answering phones and a 5+ hr line. #MerryChristmas
Faith. Family. And Football. Go Cowboys.
It really is about education. I have witnessed what a lack of understanding can lead to—- mistakes, missed opportunities, and more. Our education platform is one of the coolest things about @CAISgroup
It really is about education. I have witnessed what a lack of understanding can lead to—- mistakes, missed opportunities, and more. Our education platform is one of the coolest things about @CAISgroup
Doing good and good doing. Marry the 2 and you have a winning recipe.
Doing good and good doing. Marry the 2 and you have a winning recipe.
A great first day @CAISgroup Summit #caissummit #altthinking #wealthmanagement #alternativeinvestments
CAIS’ CMO and Managing Director of CAIS IQ, Abby Salameh, joined Advisor Perspectives' podcast to discuss the future of alternative investing. With the inaugural CAIS Alternative Investment Summit just days away, Abby also shared what advisors can expect: advisorperspectives.com/podcasts/2022/…
Let’s CAIS Talk About It: “Myth Busters: Private Markets Edition” What myths in the private markets need busting? Join Erik Hirsch of Hamilton Lane as he provides his views on what is fact and what is fiction in the world of private equity and beyond: lnkd.in/eNXnCfur
Day 1 CAIS Talks Announced! With our inaugural CAIS Alternative Investment Summit just a month away, here's a look at speakers and firms hosting CAIS Talks on October 18th. Interested in joining us? Apply today! lnkd.in/eNXnCfur
With great enthusiasm, we announce that Ares Wealth Management Solutions has partnered with CAIS to expand #alternativeinvestment access to the independent wealth channel. Read the full release: caisgroup.com/press/cais-ann…
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Ron "Omani" Carson (h.. @rchusker
6K Followers 461 Following Founder and CEO of @CarsonGroupLLC + @CarsonWealth The views expressed are those of the speaker and may not reflect the views of Carson Group.
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Nick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Ross Marino, CFP®, C.. @Ross__Marino
3K Followers 2K Following Shift: Human-First Financial Guidance| CEO of @advisor2x | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Teethard @Teethard189307
0 Followers 49 Following
🤴Edsøn Líma 17 &.. @17Filhao
392 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
aaron.smartx @awormus
1K Followers 2K Following CTO of SMArtX Advisory Solutions #fintech enthusiast. Edge Provider #fintwit
Tesoa @Tesoa355809
165 Followers 4K Following
Carter Gen. Vincent @vincent_ge69451
217 Followers 2K Following
Insights_JohnA @Insights_JohnA
58 Followers 175 Following Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member
Tom Chancellor @Chancellor44701
17 Followers 4 Following
Karl Roessner @KarlRoessner1
6 Followers 13 Following Husband, Father, Strategic Leader, Board Member, Blockchain Believer
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
_Milkshake_ @Milkshake213519
32 Followers 2K Following
_Weirdo @Weirdo793241757
7 Followers 1K Following
BlissBlaze @blaze79264
25 Followers 1K Following
RealAssetsAdviser @RealAssetsAdv
319 Followers 244 Following
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
david evensky @EvenskyDavid
367 Followers 2K Following
Dan Butcher @DanButchrWrites
2K Followers 3K Following Finance Editor, Strategic Finance Magazine, IMA @SFMagazineIMA @IMA_news
Advyzon @advyzon
902 Followers 411 Following Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisors
Finology Software @FinologyTech
14K Followers 996 Following Student loan repayment planning tools for advisors.
Matt J. Morris @MattJoMorris
251 Followers 540 Following I am husband, a father, and someone who work his ass off to help financial advisors better serve their clients. First at Riskalyze now at https://t.co/annqslUg3G
Winthrop & Co. @WinthropCo_
100 Followers 281 Following Independent consultants for all the major wirehouses, independents, RIAs, Hybrid-RIAs & bank-channels 📞 Call Us Today: (617) 294-0759
22 @mramten
66 Followers 268 Following
Alan Reid @JAlanReid
8K Followers 3K Following Empowering all voices w #proxy votes, Co-Founder @iconikapp (posts are my own)
wealthmanagementgpt @wealthmgmtgpt
48 Followers 98 Following In an era where clear and concise communication is crucial, Wealth Management GPT empowers advisors with a suite of powerful AI-driven features.
Jeanne @jeanne_schmidt5
139 Followers 3K Following
Make money easily @Ln9N8Cmmb18Pe
8 Followers 588 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Piggy Bank @PiggyBank343283
523 Followers 2K Following
a.l. @alovelybirdie
0 Followers 4K Following
Kwanti @KwantiAnalytics
685 Followers 428 Following We help financial advisors & investment managers build portfolios. Get immediate insights about performance, risk and allocation. Free trial: https://t.co/ceCE2SgTma
New Frontier @NFABoston
1K Followers 2K Following Institutional Research, Technology, and Investment Management Firm
Tony Parkin @TonyParkin1975
101 Followers 224 Following Husband|Father|Ski Bum for 2023/24 season RIA Industry Exec excited for the future of the space
Working Capital @W_orkingCapital
94 Followers 166 Following Saving, investing and a bit of spicy chipotle mayo
David W Bostwick @DwBostwick
249 Followers 2K Following Works at Merrill DTC CO. Passionate about Angels Baseball, Broncos, F1 and the markets, Tweets and Retweets are my own!
Eric Schlytter, M.Ed. @eschlytter
315 Followers 837 Following Computer Science instructor, personal investor. When I’m East coast: Hail! Hail! to Michigan, the Champions of the West! West coast: Go Huskies!
M. T.homa3 @mattthm3
0 Followers 5K Following
tefo1205 @tefo1205
300 Followers 3K Following
Tadabboor Research Gr.. @TadabburMa23797
549 Followers 6K Following Passions for Data Driven Decision Making is in Our DNA. Focused on Collecting Data For Predictive Analytics of Price Movements Through Real-Time Data Analytics.
Beth @Beth_Rubinoff
122 Followers 387 Following The Beth Time Ever | Business Development at @wealth_mgmt
Daniel Natale @DanielNatale
1K Followers 2K Following Digital marketing leader. Passionate about high-performing teams & driving growth. Marketing @ https://t.co/2QGp7qlPTz,🚀💼🌐 #marketing #fintechmarketing
BankerAdvisor @BankerAdvisor
807 Followers 5K Following BankerAdvisor is the world's largest financial services review platform. Reviews, ratings, and resources for selecting financial services providers.
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Ron "Omani" Carson (h.. @rchusker
6K Followers 461 Following Founder and CEO of @CarsonGroupLLC + @CarsonWealth The views expressed are those of the speaker and may not reflect the views of Carson Group.
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Nick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Maree Moscati @CopytalkMaree
550 Followers 1K Following 'Putting the human touch back into transcription.' Former financial manager, obsessed with data security & privacy. Soul Cycle passion! Opinions are my own.
Matt J. Morris @MattJoMorris
251 Followers 540 Following I am husband, a father, and someone who work his ass off to help financial advisors better serve their clients. First at Riskalyze now at https://t.co/annqslUg3G
Sam Steinberger @slsteinberger
1K Followers 2K Following I write about fintech, business and beverages
Mike Kelly, CFP®, CP.. @mikekellykfp
265 Followers 159 Following Financial coach providing hourly, fee-only objective financial planning and advice with a life planning focus.
Jonny Swift @JonnySwiftIC
455 Followers 1K Following PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.
WealthStack (Part of .. @wealth__stack
2K Followers 158 Following A new era of advice: where wealth management & wealthtech converge.
Citywire Pro Buyer @CitywireProBuy
512 Followers 266 Following Breaking news and analysis on mutual funds, ETFs, and manager research for professional mutual fund buyers & investors in the U.S. 🇺🇸 | HQ: @Citywire
Chuck Jaffe @ChuckJaffe
7K Followers 849 Following Host, @MoneyLifeShow (have you listened yet?); columnist @MarketWatch ... proud @UMich alum ... lacrosse official, partner @BostonBoxLax, writer @NELaxJournal
Sam Varano, CFP®, AI.. @samvaranocfp
122 Followers 948 Following Founder and president of Cypress Wealth Partners. Certified Financial Planner™ who’s passion is helping clients feel more confident about their decisions.
Beth @Beth_Rubinoff
122 Followers 387 Following The Beth Time Ever | Business Development at @wealth_mgmt
Northwest Capital Man.. @NWCMInc
71 Followers 361 Following Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm.
Chelsea Ransom-Cooper.. @Chelsea_CFP
2K Followers 1K Following Empowering women to build wealth through equity! 💸 Founding Partner & Financial Planner @networthzenith | Investment News 40 Under 40 | Young Advisor to Watch
Shannon Rosic @ShannonRosic
1K Followers 2K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangers
Bank of America @BankofAmerica
985K Followers 651 Following The power to connect with people and exchange ideas. For account issues, please use @BofA_Help
Zach Lindgren @lindgren_zach
257 Followers 212 Following Using Technology, accelerating the growth of Wealth Management firms • #FinTech #innovation #GirlDad
Philipp Hecker @PhilippHecker
193 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Intention.ly @intention_ly
303 Followers 136 Following Be inspired to change the way you think about growth.
charles reiling @njchaz
106 Followers 578 Following
Wasatch Capital Advis.. @WasatchA
2K Followers 2K Following Build a relationship with a fiduciary, "Fee Only Financial Advisor." As your business & life change, we will help you make wise business & financial choices.
Rob Farmer @robfarmersf
701 Followers 2K Following #Communications Pro for Financial Services, #WealthManagement, #FinTech, #WealthTech #SanFrancisco Bay Area sports fan. (Views are my own.)
DINNERenBLANC @DINNERenBLANC
78 Followers 12 Following
Te𝕏asLindsay™ @TexasLindsay_
246K Followers 2K Following JMFF Fellow | Free Speech Cognoscenti | Auburn University Alum
World Health Organiza.. @WHO
12.3M Followers 2K Following We are the #UnitedNations’ health agency - #HealthForAll. ▶️ Always check our latest tweets on #COVID19 for updated advice/information.
Tadas Viskanta @abnormalreturns
126K Followers 725 Following Director of Investor Education at Ritholtz Wealth Management LLC and Editor of Abnormal Returns.
Milemarker @milemarkerco
297 Followers 274 Following Fueling growth for RIAs, Broker-Dealers, and Advisor Platforms. At Milemarker, we streamline operations, tech, data, and workflows to increase growth.
Scott Welch @scottd_welch
658 Followers 319 Following Independent investment and wealth management professional [email protected]
Kerry Davis @kerrycavdavis
1K Followers 3K Following 15 yrs in Financial Services PR & Marketing #ETFs #RIAs #WealthManagement #AssetManagement #FinTech #WealthTech // kerry @ https://t.co/93L3Oofhi3 // Mama 👧🏼👦🏼👦🏼
Greg Bartalos @gregorianchance
2K Followers 499 Following Editor-in-Chief, Barron's wealth & asset mgmt group. The Way Forward podcast + newsletter. @barronsadvisor @barronsonline Ex: @Bloomberg @YahooFinance @RIAIntel
Barron's Advisor @barronsadvisor
4K Followers 293 Following World-class financial journalism and original advisor content, from Barron's. Follow @barronsonline for our main news feed.
Lydia Hamilton @LydiaOnMoney
123 Followers 276 Following Sr. Complex #Admin @RBCwealth #West Division, #Comms Co-Chair @RBC Women Empowered #ERG, #Recruiting #Marketing #Charitable, Past: #Journalism
Caliber Financial @CaliberFinPar
45 Followers 307 Following Securities offered through Arete Wealth Management, LLC, members FINRA/SIPC and NFA. Investment advisory services offered through Arete Wealth Advisors LLC.
Anne Powers (she/her) @notwithabrush
568 Followers 2K Following Learning Designer • Artist #figureskating • MSc Digital Education @EdinburghUni #mscde #edtech
Northstar Wealth Part.. @NorthstarWealth
217 Followers 380 Following Securities offered through LPL Financial, Member SIPC https://t.co/4LEb7zIdU2.
IFG The Brain Trust @IFG_BrainTrust
222 Followers 189 Following Integrated Financial Group is a consortium of independent financial planners. #TheBrainTrust Securities offered through LPL Financial, Member SIPC https://t.co/r4TcJC86XL
Brian Layton @BrianLayton
148 Followers 416 Following Financial Services Executive/Entrepreneur/Venture-backed SAAS founder
Lisa Asher, CFA @LisaAsherF2
120 Followers 244 Following WealthTech | Client Experience | Former Advisor | Obsessed with Dogs | Has Passport, Will Travel
Alex Cavalieri 🔬 @AlCavalieri
2K Followers 2K Following Head of Marketing @caisgroup. Formerly @cioninvestments, @cionadvisorio, @BlackRock. @CUSEMLAX alum. I tweet about marketing among other things.
Pontera @Pontera
841 Followers 666 Following On a mission to help people retire better by enabling financial advisors to securely manage 401(k)s, 403(b)s & more. #RetireBetter
AI @DeepLearn007
134K Followers 114K Following Imtiaz Adam CS #AI Postgrad |#Tech #MachineLearning #DeepLearning #fintech #DataScience #LLM Liberal |ESG #CleanTech| MBA alum @morganstanley @LBS @Columbia_Biz
Kathryn Anderson @KAndersonFSI
76 Followers 115 Following
Kristine Porcaro @KristinePorcaro
113 Followers 243 Following Award-Winning Financial Advisor, Entrepreneur, Outdoor lover & Mom
Keena Pettijohn @PettijohnKeena
44 Followers 143 Following Tireless FemTech that embraces technology that Transforms the Advisor into a “ Life Coach” and embraces the 3 Tenets of Success: Health, Wealth, and Happiness
Impact Communications @ImpactMarComPR
188 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993
Cara Williams @carabwilliams
1K Followers 962 Following Ⓥ Senior Partner @Mercer Work hard, striving for diversity & sustainability, keep fit, raise kids, be kind & experience as much as I can til I can’t My Views
Scott Frank @scott_r_frank
2K Followers 930 Following Husband. Father. CFP®. Surfer. Teacher. I guide clients to their own financial answers. Tweets aren't advice.
Jeff Branson, MBA, CF.. @jeff_branson1
132 Followers 226 Following Wealth Advisor | Tax planning | Financial Planning | Tweets are not advice!
Cambridge Investment .. @CambridgeIBD
1K Followers 66 Following Supporting independent financial professionals and their investing clients since 1981.When your husband dies, it's the little things you miss most Lunch dates "I picked coffee up for you" Silly faces "You look so beautiful" Belly laughs "Here babe let me do that" Laying in bed talking "Love you infinity" 💕 The little things are really the big ones
Congratulations team @RFGAdvisory on these three INCREDIBLE hires!! 🌟🤩🌟 @AbbySalameh @jbrendanfrazier
🎉NEWS: PEOPLE MOVES🎉 @RFGAdvisory has announced three key appointments to its executive team: @AbbySalameh as chief growth officer, @jbrendanfrazier as chief behavioral officer, and Kenneth J. Kim as chief financial officer. businesswire.com/news/home/2024…
With a stellar new leadership team featuring marketing legend @AbbySalameh as CGO, Brendan Frazier as CBO, and Kenneth Kim as CFO, we're set to become the go-to choice for modern advisors. Read more here from @AndrewFoerch for @CitywireRIA: citywire.com/ria/news/rfg-a…
.@advyzon announced two new additions to its executive team: Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. Find all the details in this news release via @YahooFinance: finance.yahoo.com/news/advyzon-e…
RFG Advisory, the Birmingham, Ala.-based hybrid #RIA platform with about $4.8 billion in client #assets, has hired CAIS’ former chief marketing officer @AbbySalameh to serve as chief growth officer. spr.ly/6015XQr6l
@CopytalkUSA We are thrilled to present our first 2024 Dynamic Woman - @AbbySalameh Join us in honoring her journey here👇 copytalk.com/ct/dynamicwome…
.@ShannonRosic, @FinTechie & @BobVeres - quite the power panel to end the day at the Advyzon Conference #TAC24
.@acketyack talks with @AbbySalameh here at #T32024 about what exciting things have happened at this year's conference and why she continues to attend T3 every year.
The closest I’ll ever get to a Hollywood walk of fame star 😂 what a cool idea from @AdvisorEngine at #T32024
“Innovation and disruption are two sides of the same coin.” - @sspotswoodrfg President of @RFGAdvisory as she kicks us off and emcees Weds at #T32024
Today at the T3 Conference in Las Vegas, President of Technology Tools for Today, @FinTechie, awarded Rohit Agarwal and Siddhartha Oza of @SoraFinanceUS The T3 Emerging Technology Award. Read the news release for more information: t3technologyhub.com/annual-awards-…
Everyone's who's anyone is at #T32024 @SMArtXAdvisory
Today at the T3 Conference in Las Vegas, President of Technology Tools for Today, @FinTechie, awarded Patrick Shaddow of Syntax Data The T3 Emerging Technology Award. Read the news release for more information: t3technologyhub.com/annual-awards-…
@tinacpowell @AbbySalameh @FinTechie @t3techhub Two of my favorite ladies!
I did a triple take…. yes, @RIABiz is actually at #T32024 in the flesh, seen here with the Godfather of Fintech @FinTechie - 🤩
Congratulations to @FinTechie on this incredible 20th anniversary of @t3techhub Our entire team wishes you continued success and good fortune as you make this everlasting impact @intention_ly @kdubs_waltrich @Meghan_Richter @kyleh2 @DeVincentJohn @DanielNatale #T32024
Awesome view of the strip from my room at the Cosmopolitan Getting stoked for #T32024
Happening now at #T32024 - the amazing @sspotswoodrfg talking with @CitywireRIA’s @AndrewFoerch about @RFGAdvisory and her plans for world domination! 💥 Cameo by PR guy @_WilliamRuben
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